Plan5500

Oakbook Terrace, IL Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Oakbook Terrace, IL has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $47,038,537 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Oakbook Terrace

  • 1 loaded plans hold $47M in reported assets across 1 sponsors.
  • The largest, Bcs Financial Corporation Tax-Favored Savings Program, holds 100% of reported Oakbook Terrace plan assets.
  • Plans cover 177 participants — about 177 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$47MSummed across loaded plans$47,038,537
Total reported assets$47M$47,038,537
Total reported participants177
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$47M total assets
Net assets$47MLiabilities$0
Contributions & income
Employer contributions$2M
Participant contributions$2.1M
Total income / additions$15.5M
Expenses & distributions
Benefits paid / distributions$7.2M
Total expenses$7.2M
Net increase / (decrease)$8.3M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Oakbook Terrace, IL plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Oakbook Terrace market comparison

Largest plan share of assets100%Bcs Financial Corporation Tax-Favored Savings Program
Participants per plan177Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Oakbook Terrace

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Bcs Financial Corporation Tax-Favored Savings Program$47M
    Bcs Financial Corporation · 2023

Largest plans in Oakbook Terrace → · Oakbook Terrace plans by participants → · Oakbook Terrace plans with financial data → · Oakbook Terrace plans with provider compensation → · $1B+ plans in Oakbook Terrace →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Oakbook Terrace, IL?
1 plan(s) reported by 1 sponsor(s) are loaded for Oakbook Terrace, IL.

Related Form 5500 pages